Clarity, Conciseness, Continuity, and Objectivity
Regardless of the specific style used to prepare technical reports,
four general requirements must be met to produce good reports:
clarity, conciseness, continuity, and objectivity.
Clarity
The purpose of a technical report is to transmit conclusions and
their supporting evidence. To do this, your report must convey your
exact meaning to the reader. The text must be clear and unambiguous,
mathematical symbols must be fully defined, and the figures and
tables must be easily understood.
Clarity must be met from the readers' point of view. What may be
clear to you as the author may not be clear to your readers.
Remember, you are intimately familiar with the work, but they are
not. You must continually re-examine your rough drafts with a
reader's critical eye. Readers will not tolerate confusion. They
must never become uncertain about what you are discussing, why you
are discussing it, or what your plan of presentation is. And this
requires a presentation that is logical, simple, and systematic.
Conciseness
Most of your intended readers are busy. Therefore your reports
should be concisely written. That is, your story should be told with
the fewest possible words and illustrations. Help your readers by
omitting everything irrelevant to the results and conclusions. Do
not be disappointed if a report that describes a lengthy program is
only a few pages long: Report quality is often inversely related to
report length. Your readers will be interested in your conclusions
and the supporting evidence and will want to get these as quickly as
possible. They will not be particularly interested in any problems
you had in getting the results. Explaining such problems usually
just hides the important aspects of the report.
On the other hand, do not condense reports at the expense of your
readers' understanding. Give enough information to enable them to
understand clearly what you are describing and why you are describing
it. Include enough background information to make the context clear.
Do not assume that they will remember details of a previous
report - or have even read it. Include all details needed to understand
the current report. In short, make your reports brief but
comprehensible.
Continuity
Reports should tell a complete story as logically and interestingly
as possible. This requires continuity between succeeding sentences,
paragraphs, and sections and between the written text and the
figures and tables. Transitional words, phrases, sentences, or even
paragraphs may be needed to lead your readers through the story. But
overusing transitions can slow the pace of your narrative.
Carefully choose the places at which you refer to figures and tables
to limit distraction. Making these references at the beginning or end
of a discussion is usually preferable.
Objectivity
Technical reports should be objective and show restraint. Be honest
with your readers. They will become suspicious if they detect hidden
meanings or any type of subterfuge, and you will then have little
chance of convincing them of your conclusions. They expect you to
evaluate the data honestly. Do not try to hide deficiencies in your
research. No technical report is better than the research on which
it is based. Tell your readers frankly what your assumptions were,
what your probable errors are, and what you may not understand about
the results.
In addition to being honest, be tactful. If you are faced with the
problem of presenting technical results that may conflict with
previous results or with the personal prejudices of some readers,
refrain from making dogmatic statements and avoid sounding
egotistical. Your readers will be persuaded by facts, but they may
become irritated if you attempt to impress them with your cleverness
or to claim credit for accomplishments. Write to express, not to
impress.
Writing Style
Technical writers usually use a more formal writing style than do
nontechnical writers. A degree of formality is required because the
personal style of a technical writer must be secondary to the clear
and objective transmission of information. Any injection of
personality that obscures the exact meaning is undesirable. But this
does not mean that technical writing has to be dull and rigidly
stereotyped.
All writers should strive to make their writing enjoyable to
read. Therefore attempt to develop a writing style that is both
clear and interesting. This section includes some specific
suggestions for developing and improving your writing style. For
additional suggestions read some good books on technical report
writing and grammar.
Writing Naturally
Imperative in developing a good writing style is writing naturally.
Many technical reports are stilted and overly formal. Authors usually
do not speak that way, but they feel that technical reports must be
written in that style. A stilted style is difficult to read and
detracts from the contents.
To avoid a stilted style, write in a way that comes easily, using
words and phrases that come naturally to you. Do not try to impress
readers with your vocabulary, but be certain that the words you use
convey your exact meaning. Your readers will be interested in what
you have to say and not in how eloquently you say it. Avoid long,
complicated terms if shorter and more familiar ones are available.
But be careful not to use jargon because it may be misinterpreted.
Guiding the Reader
To achieve clarity and continuity in a report, you must carefully
direct your readers' attention throughout the report. Many
successful writers do this by using the three classic principles of
presentation:
- Tell readers what you plan to tell them (Introduction)
- Then tell them (main text)
- Finally tell them what you told them (Conclusions)
State your purpose or objective clearly and follow it with a
concise description of the method you will use in presenting the
subsequent discussion. Then proceed with your presentation, making
certain that it is consistent in every respect with your plan.
Finally summarize your conclusions and recommendations.
Getting to the Point
Technical reports are not mystery novels; get to the point as
directly as possible. Do not lead your readers in and out of blind
alleys before taking them to the final destination. Omit
information that does not directly relate to the conclusions.
Remember, readers are interested primarily in conclusions and
supporting evidence.
If you must include some information or discussion that may be of
interest but is not directly pertinent to your conclusions, put it
in an appendix. Using an appendix allows you to bring up points
that may be of interest to some of your readers without distracting
the reader who is interested solely in your conclusions.
Emphasizing Major Ideas
Because the purpose of technical reports is to transmit ideas,
emphasize your major ideas so that they cannot be missed. To do
this, clearly subordinate any supporting information to the major
ideas. The report outline is particularly useful here because it
establishes the major and supporting points for each section of
the report.
Your major ideas can also be emphasized by briefly stating them at
the beginning of each section and then summarizing them at the end
of the section. Emphasis can also be aided by careful use of
headings.
Separating Fact From Opinion
Reports should clearly differentiate between facts and opinions.
Many authors are remiss in doing this, overlapping discussions of
their experimental results and the conclusions they have drawn.
Carefully alert your readers when fact ends and opinion begins.
The statement of your opinions is an instance where the use of the
first person is desirable. For example, if you follow the
presentation of some specific results with "It is believed that
...," your readers cannot be sure if this is your opinion or a
generally accepted belief. To avoid this confusion, use the
first-person pronoun to say, for example, "From these results I
conclude that ...".
Data Presentation
Because most technical reports rely on figures and tables for the
presentation of data, the form and quality of the figures and tables
are important in establishing the style and readability of the report.
Good judgment should be used in selecting both the data to be presented
and the method of presentation. Use only figures and tables that add to
the value of your report. Present the data as simply and
straightforwardly as possible so that your readers can easily grasp the
significant points. Present data in the text, or in a figure, or in a
table - but never in more than one way.
Before beginning to write the report, carefully select the data to
include. Most carefully prepared programs yield more data than are
needed to support the conclusions. Including all your data in the report
is unnecessary. Use only data that are directly pertinent to your
conclusions, and do not try to impress readers with how much data you
have collected. Quantity is no substitute for quality in presenting
technical results.
Once you have selected the data to be included in your report, decide
how they can best be presented. Should they be tabulated or plotted? To
answer this question, consider your readers' needs. Do they need to know
exact values? If so, tabulate your results. If relative trends are more
important, use graphs. Both the figures and tables should be as
self-explanatory as possible and arranged logically to tell the main
points of your story without reference to the text.
Figures
The figures used in technical reports generally are of three types
- graphs, drawings, and photographs. Figures are numbered with Arabic
numerals in the order of their mention, unless the mention is clearly
incidental. In the final report they are either inserted in the text near
(preferably following) their first mention or grouped together at the
back. Sketches are lettered consecutively ((a), (b), (c), etc.) if they
are referred to more than once. Under no circumstances should the
arrangement of black and white figures or the parts of one figure be out
of sequence. Figures arranged in a group are in sequence from top to
bottom or from left to right. Exceptions are sometimes made for colour
figures to reduce the number of pages printed in colour.
Prepare figures with consideration for their appearance in the final
printed document. The size of the printed figure including the legend
(title) cannot exceed the dimensions of the report image area. Within
these limits various sizes, proportions, and arrangements of figures are
possible.
All figures must have legends; if a figure has parts ((a), (b), (c),
etc.), it must have corresponding sublegends. Use similar wording in the
legends of related figures. After you have assembled the rough draft of
the report, thumb through the figures and tables, reading merely the title
of each to make certain that the format and the nomenclature are
consistent. Conditions applying to the entire figure or to a part are
normally stated as part of the legend or sublegend. But when the same
conditions apply, for example, to every graph in a report, they are best
stated once in the text.
Graphs
Graphs should be clear and simple with as few data curves as possible. It
is usually best to have no more than six types of lines or data points on
a graph - four is better. Try to avoid interlaced or unrelated curves. As
few words (labels) as possible should be inserted directly on the figure.
Equations should be placed in the text, lengthy tabular material should be
presented in a separate numbered table, and explanations and conditions
should be added to the legends or placed in the text.
Choose coordinates that will give your readers a physical feel for the
variables being presented. Clearly label what is plotted and the units used.
Whenever possible plot all parts of any one figure or related figures on
scales with the same increments. Label main and auxiliary scales with a
word description of the concept or quantity, its symbol, and its unit. For
example, "Motor current, I, mA" is more immediately descriptive than "I,
mA." Add auxiliary scales at the left and bottom of the figure if there
are four or fewer scales. Place additional scales at the right or top. For
ease in interpolation divide scales into logical, consistent increments.
Drawings
When you use drawings or sketches to illustrate an idea, try to keep them
simple. Include only those features that are essential to your readers'
understanding, and avoid unnecessary detail.
Photographs
Glossy prints taken with black-and-white film reproduce best. Prints that
have already been screened are not usable. The use of colour in printing
is discouraged because it greatly increases publishing costs.
Do not include a photograph of something that is so elementary that a
sentence would describe it. Label the most important features being shown.
Remember, something that seems simple to you may be complex to readers who
are not familiar with it. Limit the labeling and the field of view to the
main items discussed to avoid confusing readers with extraneous items. Mark
up a copy of the photograph rather than the glossy print.
If your photographs are Polaroid prints, have negatives and additional
prints made before submitting them for use in a report, for slides, etc.
You are then protected in case of damage or loss, and prints are readily
available for additional uses.
Include some object or scale in the photograph to help your readers judge
the size of the objects shown. The size of photographs is often changed in
reproduction, rendering the magnification meaningless.
Tables
Tables are often included in technical reports to present data in an exact,
highly concentrated form. But because tabulated data are so concentrated,
many readers have difficulty grasping their significance. Tables are
therefore the least preferred method of transmitting results to readers
and should be used only when absolutely necessary. When you use tables,
make them as brief and simple as possible. Otherwise your readers may not
bother studying the detailed columns of figures, and you will have wasted
your time in presenting the data. Whenever a table, or columns within a
table, can readily be put into words, do it.
Tables are numbered in the order of their mention, in Roman numerals except
when a report contains 20 or more tables. Then Arabic numerals are used.
Similar data at different conditions are organized into parts ((a), (b),
(c), etc.) of the same table with subtitles. Numbered tables must have
titles.